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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

405 hedge funds and large institutions have $5.23B invested in iShares MSCI USA Momentum Factor ETF in 2018 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 122 increasing their positions, 145 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+32
Holders Change %
+8.58%
% of All Funds
9.04%
Holding in Top 10
57
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.06%
% of All Funds
1.27%
New
104
Increased
122
Reduced
145
Closed
64
Calls
$4.51M
Puts
$6.85M
Net Calls
-$2.34M
Net Calls Change
+$3.89M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$140M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$92.8M
3
BlackRock
BlackRock
New York
+$85.4M
4
Goldman Sachs
Goldman Sachs
New York
+$54.7M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$35.3M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$150M
2
Bank of America
Bank of America
North Carolina
-$83.2M
3
CWM
Cornerstone Wealth Management
Missouri
-$82.1M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$76.6M
5
Ameriprise
Ameriprise
Minnesota
-$69.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
76
Stringer Asset Management
Tennessee
$11.3M -$669K -6,677 -6%
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$11.1M – – –
HC
78
HNP Capital
New York
$11.1M +$11.1M +110,809 New
EC
79
Estate Counselors
Wisconsin
$11M -$1.12M -11,220 -9%
AI
80
Atria Investments
North Carolina
$10.9M -$22.2M -221,445 -67%
LMIM
81
Lockheed Martin Investment Management
Maryland
$10M +$8.52M +85,000 +567%
REFI
82
Requisite Energy Fund I
Texas
$10M +$10M +99,850 New
RCM
83
Requisite Capital Management
Texas
$10M +$10M +99,850 New
FIG
84
FundX Investment Group
California
$9.03M -$43.6M -434,533 -83%
MCWS
85
McKinley Carter Wealth Services
West Virginia
$8.96M +$470K +4,686 +6%
NSLI
86
Nan Shan Life Insurance
Taiwan
$8.84M +$3.61M +36,000 +69%
EIA
87
Eldridge Investment Advisors
New Hampshire
$8.52M -$1.46M -14,582 -15%
SG
88
Strid Group
Pennsylvania
$8.49M +$8.49M +84,662 New
GCA
89
Genesee Capital Advisors
New York
$8.14M +$8.14M +81,227 New
TA
90
TMD & Associates
Arizona
$7.86M +$7.86M +78,435 New
JPMorgan Chase & Co
91
JPMorgan Chase & Co
New York
$7.84M -$2.84M -28,313 -27%
CFG
92
Cooper Financial Group
California
$7.79M +$7.79M +77,721 New
FA
93
Forefront Analytics
Pennsylvania
$7.77M +$7.77M +77,543 New
PWM
94
Patriot Wealth Management
Texas
$7.46M -$157K -1,565 -2%
REMPR
95
Roof Eidam Maycock Peralta (REMP)
California
$7.28M -$1.81M -18,068 -20%
JWM
96
Jackson Wealth Management
Florida
$7.17M -$169K -1,750 -2%
WP
97
WealthSource Partners
California
$7M -$430K -4,289 -6%
PCM
98
Peak Capital Management
Colorado
$6.88M -$772K -7,704 -10%
RA
99
RFG Advisory
Alabama
$6.48M -$1.45M -14,447 -18%
SPI
100
Santori & Peters Inc
Pennsylvania
$6.27M +$291K +2,905 +5%
2 3
4
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